Discover and read the best of Twitter Threads about #MultiBaggers

Most recents (15)

On 13th April, @NiftyGranmaster entered #DYNACONS. What do we know about the naughty little animal that Sumitji unleashed on 14th April? It went berserk running up, 20% in a day! Dynacons Systems & Solutions Ltd. #DSSL Follow this thread...🧡 Image
2/ #DSSL is growing fast and is getting ready to fight the big guns as well as the fragmented local service providers, in the IT Infrastructure Industry. Founded in 1995, it has stuck it out and grown slowly but steadily and has reached a stage where it can win larger contracts
3/ #Dynacons has built strong engineering skills and has the manpower to deliver services to large corporates, banks and industries, nationwide. It also has presence in Singapore for handling Asia Pacific operations #Multibaggers
Read 14 tweets
(1/n)
KP Energy Ltd - A New Dawn
India's only listed profit making wind energy sector company.

A Detailed Thread 🧡on the Cheapest Wind Energy Stock in India

Do Retweet to help us educate more Investors
#investing #renewableenergy #markets #Multibaggers
(2/n)
KP Energy provides complete solutions from concept till completion of project lifecycle of Wind Project
Co provides complete turnkey solutions including on BOT basis for wind energy clients which includes all the processes from Site Identification to Capacity Installation
(3/n)
Business model of company is designed to bring scalability in wind sector by serving OEM (Original Equipment Manufacturers) of Wind Turbines, IPPs (Independent Power Producers), Captive Users as well as Institutional Investment Programmes
Read 12 tweets
After a recent blowout of $ATER (though I still haven't sold a single share), I have slightly reevaluated my approach to investing in small, emerging companies.

🧡1/7
2/7

As the first measure, I made a few adjustments in my investing framework (documented in my upcoming eBook) to make it more rigorous.

My investing framework consists of a number of key components I always look at in every company when I do in-depth research on them.
3/7

Key components of my investing framework:

1. Company Background
2. Technology
3. Total Addressable Market
4. MOAT
5. Business Model
6. Team
7. Ownership
8. Financials
9. Valuation
10. Risks
11. Optionality
Read 7 tweets
Today $FUBO, one of my potential #multibaggers, publishes its Q2 earnings.

Some expectations and thoughts belowπŸ‘‡πŸ»

🧡1/6
2/6

$FUBO has previously raised its guidance for both Q2 and the full year.

I want to see if it continues (especially after the hot summer with the Olympics), and they will raise the guidance for Q3 and the full year, respectively.
3/6

Next, apart from the obvious (increase in MAU subscriptions), I am curious to see $FUBO 's numbers in advertising part of their business.

I assume that closer to the end of Q2, fuboTV must have attracted more advertisers in anticipation of the Olympics.
Read 6 tweets
A lot of people ask me the question, where did I find my first #multibaggers and where I look for potential ones now.

πŸ‘‡πŸ»[THREAD]πŸ‘‡πŸ»
1/5

All of my first #multibaggers came from my work in the tech industry.

$SHOP, $ETSY, $TTD are products that I used when I was developing e-commerce solutions for clients.
2/5

As time went by, I started to use different sources to find companies outside my core competence.

Below are three primary sources I use most of the time:

1. Podcasts
2. Twitter
3. Newsletters
Read 6 tweets
I want to introduce a long-term play on my list of potential #Multibaggers that is just getting started, $SENS (@senseonics)

A medical technology company that disrupts the CGM system market for diabetics

Below is an intro from my in-depth research based on my original framework
$SENS Investment Thesis (1/7)

– Diabetes is one of the most common diseases (~500 million people worldwide have one of the types of diabetes)
– Unfortunately, the number of people with diabetes is continuously growing (9.3% of the global population in 2019 to 11% by 2045)
$SENS Investment Thesis (2/7)

– Diabetics are required to monitor their blood glucose levels constantly, and traditionally it is done by finger pricking
– Many companies tried to solve this problem in a different, more convenient way
Read 13 tweets
Next on my list of potential #multibaggers is $CCIV (@LucidMotors)

A technology company that produces a true luxury electric vehicle centered around the human experience

Below is a small part of highlights from my in-depth research based on my original framework Image
$CCIV Investment Thesis (1/4)

– Automotive industry is undergoing dramatic changes (mainly to combat global climate change)
– All global carmakers have committed to the development and production of vehicles powered by batteries or alternative fuels Image
$CCIV Investment Thesis (2/4)

– According to @ARKInvest, EV sales will grow from 2.2M (2020) to 40M (2025), representing a CAGR of 82%
– Luxury car market is no exception to this change
Read 10 tweets
I want to introduce #fintwit to $BFLY (@ButterflyNetInc), a potential #MultiBagger

A digital health company that is making medical imaging accessible and affordable to everyone in the world

Some highlights from my in-depth research based on my original framework

πŸ‘‡πŸ»[THREAD]πŸ‘‡πŸ»
$BFLY Investment Thesis (1/4)

– 2/3 of the world has no access to medical imaging (MRI and ultrasound)
– Access to medical imaging is vital (2/3 of diagnostic dilemmas can be addressed through simple imaging)
$BFLY Investment Thesis (2/4)

– Traditional medical imaging devices are expensive (from $10k – $100k), bulky (cart-based), and must be operated by specially trained professionals
– Access to them is limited even in the developed countries (let alone third world countries)
Read 27 tweets
Multi-year breakouts

Thread// πŸ‘‡
#SAIL

πŸ”¨ SAIL ( Steel authority of India)

Stock will give a decade long multi-year breakout above 100

First potential targets will be 150/200+ ImageImage
#Jagsonalpharma

πŸ’Š Jagsonal pharma is poised for a 20y long multi-year breakout

Stock first came out from base at 45-48 levels

Now once it closes above 100 the breakout would be confirmed

Technically the stock may reach 200+ levels and more

Mcap is only 200cr Image
Read 16 tweets
Thread:
I hope these filters can help you save time, money and energy as these have helped me in great sense to pick the best of best stocks.
The retailer friends waste time and money on finding the stock tips hence these filters solve their problem in right manner.
Please support my work by liking, retweeting and following my twitter handle. I'd try to add value to your lives and help you create wealth with great stock performances.
Read 7 tweets
Well, doing Video is a lot time consuming, and I wish to add two shares in the #MultiBaggers πŸ‘‡πŸΏ as I believe 3-5x over next couple of years in these, if not before ...

1. Yes Bank Ltd.
2. J&K Bank Ltd.

Disclaimer: I am or have been invested in all the shares recommended ⬇️⬆️ Image
Going further than above, ☝️ Bought #VishalFabrics today at the LC @ β‚Ή101.70. Company is back into profit in Q-II 2020 ... 52W High is β‚Ή372 and 3Y High is β‚Ή703 .... And Coy announced 1:2 Bonus on 4/12/2020 with record date of 16/12/2020 πŸ˜‡ #HopeIAmRight 😊 Image
Bought #JumpNetwork today on #LC #LowerCircuit @ β‚Ή16.80 ... Coy showed profits for last two quarters after significant losses last year. Can hope a #Turnaround here ... #HopeIAmRight πŸ˜‡ (Disclaimer: #InvestAsMuchYouCanAffordToLose in any stock) 😊 Image
Read 33 tweets
Investors are often not aware that they have a negativity bias. A short thread that explains why so many people sell their stocks for the most futile reasons that look negative.

Examples about $SQ, $JD and mental support for $FSLY shareholders who start to doubt.
(1/10)
Let me first explain what the negativity bias is. It means that you feel that bad news is much more important than good news. In short, we all tend to focus on bad news and let it weigh much more in our decisions that good news. (2/10)
Let me give an example. If a company brings out a press release about a huge contract or a very promising acquisition, there is often a lukewarm reaction, even if it can be the biggest step the company has ever taken and the contract may put it in a whole different league. (3/10)
Read 10 tweets
Investor doubts&Clarifications –Current Vs 2008-09.
β€’ Simple as well as difficult question of market bottoming and how much the indices will go down further...? Is this comparable to 2008-09?
β€’If indices go down further why not stock what one holds and how much?
β€’ And...
β€’What should be investment style in such scenarios?

~~Our view points .....

1)Market current bottom what we feel is 7400β€”7500 only. Most of the bad news are priced in to the stocks. Some thing very BAD may quickly pull this down towards 6800β€”6900 with a faster recovery.
2)Current Nifty PE and 2008-09 (18.6/10.6). We have done a co-relation of the same and the max nifty and PE down side can be 15.3. This we expect on a worst case scenario. Why we don’t expect a PE of 2008-09 …? Multiple reasons…!!!
Read 8 tweets
#TweetStorm
In 2015-2017 A lot of people wanted to become Full Time #Investors via #Smallcaps seeing #Multibaggers shown by #Advisers #Investors. In 2018-2019 a lot of people want to become Full Time #Traders via #OptionWriting, #Futures seeing #M2M shown by #Trainers #Traders
We used to earlier get influenced by people succeeding in your #social circle where you would know people over the years but now we get influenced by #SocialMedia successes that may or may not be true. #Tweetstorm on questions on approach to #FullTime #Trading
In 2018 we got a crash in #Smallcaps and #portfolios are down 10-50%. This will test out people who became #fulltime #investors without thinking or preparation. Now in 2019 if you want to be a #FullTime #Trader this #tweetstorm gives you only questions to help you think!.
Read 17 tweets

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